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Orion Portfolio Solutions, LLC: NVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on NVO, newest first. How the timeline and the estimate are built.

Orion Portfolio Solutions, LLC held 277,254 NVO shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 277,254 shares
    Change vs previous 13F -20,742 shares

    0.19% of the 13F portfolio, value $19,252,496.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 297,996 shares
    Change vs previous 13F +28,331 shares

    0.26% of the 13F portfolio, value $25,633,668.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 269,665 shares
    Change vs previous 13F -4,260 shares

    0.32% of the 13F portfolio, value $32,109,027.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 273,925 shares
    Change vs previous 13F -25,881 shares

    0.41% of the 13F portfolio, value $39,100,079.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 299,806 shares
    Change vs previous 13F -10,281 shares

    0.41% of the 13F portfolio, value $38,495,097.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 310,087 shares
    Change vs previous 13F +95,176 shares

    0.38% of the 13F portfolio, value $32,993,278.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 214,911 shares
    Change vs previous 13F +111,905 shares

    0.24% of the 13F portfolio, value $19,544,002.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 103,006 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,958,656.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).